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Welcome to Referral Radar

Real-time Real Estate Data for Insurance Agents

Stop wasting time on lenders and real estate agents who aren’t closing deals. Our platform gives insurance agents real-time data on local real estate professionals—including mortgage lenders—so you can focus on the relationships that really matter. 

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Closings

Trusted by the top personal lines insurance agencies

Find. Track. Connect.

Agent Transaction Insights
  • Filter by Market & Volume – Find real estate agents and mortgage lenders based on location, deal volume, and transaction history.
  • See Their Mortgage Connections – Identify which loan officers real estate agents worked with—whether on the buying, listing, or dual-agent side.
  • Rank & Sort for Smart Outreach – Prioritize top-performing agents based on key metrics to focus your efforts on the best referral opportunities.
Agent Tracking & Alerts
  • Automatic Tracking – Instantly monitor any real estate agent you've worked with—no manual input required.
  • Stay Ahead with Smart Research – Track and analyze potential referral partners to see their activity and deal flow.
  • Real-Time Listing Alerts – Get notified the moment a tracked agent lists a new home, so you can reach out at the perfect time.
Lender Search & Ranking
  • Find the Right Mortgage Lenders – Search by name, NMLS number, or ranking over the past 14 months to identify top-performing loan officers.
  • Quick-View Profiles – Access high-level snapshots and in-depth insights into a lender’s loan history, performance, and referral potential.
  • Target with Precision – Filter by location, loan type, production volume, time frame, and more to connect with the best referral partners.
Prospect Lists & Favorites
  • Save Key Referral Partners – Favorite top loan officers and real estate agents for quick access later.
  • Organize Your Outreach – Create multiple prospect lists based on different criteria, such as high-volume agents or new potential partners.
  • Seamless CRM Integration – Export your lists directly into your CRM for easy follow-up and outreach.
CRM & AMS Sync
  • Seamless Integration – Connect to your CRM or AMS with minimal technical effort using webhooks.
  • Flexible Connectivity – Easily integrate with any system that has an open API or Zapier support.
  • One-Click Data Transfer – Push a loan officer or real estate agent’s contact details directly into your CRM to streamline and automate your outreach.
  • Sync with Top Systems – Using Zapier, effortlessly connect with popular AMS and CRM platforms like Nowcerts, AgencyZoom, EZLynx, and more.
loquickprofile

Instant Insights on any LO

Stop guessing—get the real numbers. With Referral Radar’s Lender Quick Profile, you’ll have real-time mortgage data at your fingertips.

With just a few clicks, you can pull up verified production data for any LO by NMLS ID, including:

  • Loan Production Volume (Year-to-Date & Trailing 7 & 14 Months)
  • Transaction Types – See what kind of deals they’re closing
  • Loan Types – Conventional, FHA, VA, and more
  • Top Realtor Partners – Know who they’re working with most
  • Hot Markets – Identify their strongest regions

 

Starter

Ideal for solo agents looking to find top real estate partners, track deals, and grow referrals with data-driven insights

$225/month

Starter plan includes

  • Single Seat
  • Real-Time Realtor & Lender Insights
  • Advanced Search & Filtering
  • CRM & AMS Sync
  • Automated Agent / LO Tracking
Get started

Plus

Ideal for agents looking to dominate their market by connecting with top real estate partners, tracking deals, and securing exclusive territory rights with data-driven insights.

$300/month

Plus Plan Includes

  • Single Seat – Full access to Referral Radar for one user.
  • Exclusive Zip Code – Lock in a zip code, ensuring no competitors in that area can sign up.
  • Real-Time Realtor & Lender Insights – Find and track the best referral partners.
  • Advanced Search & Filtering – Sort by volume, loan type, location, and more.
  • CRM & AMS Sync – Seamlessly integrate with Nowcerts, AgencyZoom, EZLynx, and more.
  • Automated Agent / LO Tracking – Stay updated on referral partner activity.
Get started

Need help?

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